0001769062-24-000003.txt : 20240722 0001769062-24-000003.hdr.sgml : 20240722 20240722164758 ACCESSION NUMBER: 0001769062-24-000003 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20240630 FILED AS OF DATE: 20240722 DATE AS OF CHANGE: 20240722 EFFECTIVENESS DATE: 20240722 FILER: COMPANY DATA: COMPANY CONFORMED NAME: Signify Wealth CENTRAL INDEX KEY: 0001769062 ORGANIZATION NAME: IRS NUMBER: 454030253 STATE OF INCORPORATION: MO FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-20511 FILM NUMBER: 241132048 BUSINESS ADDRESS: STREET 1: 7750 CLAYTON ROAD STREET 2: SUITE 100 CITY: SAINT LOUIS STATE: MO ZIP: 63117 BUSINESS PHONE: 3142220295 MAIL ADDRESS: STREET 1: 7750 CLAYTON ROAD STREET 2: SUITE 100 CITY: SAINT LOUIS STATE: MO ZIP: 63117 13F-HR 1 primary_doc.xml X0202 13F-HR LIVE false false false 0001769062 XXXXXXXX 06-30-2024 06-30-2024 false Signify Wealth
7750 Clayton Road Suite 100 Saint Louis MO 63117
13F HOLDINGS REPORT 028-20511 000160094 801-116909 N
Stephen Paul Michael Rhodes Managing Member and Chief Compliance Officer 314-222-0296 /s/ Stephen Paul Michael Rhodes St. Louis MO 07-22-2024 0 25 69497628
INFORMATION TABLE 2 infotable.xml ALPHABET INC CAP STK CL A 02079K305 4728718 25961 SH SOLE 25961 0 0 AMAZON COM INC COM 023135106 5188569 26849 SH SOLE 26849 0 0 APPLE INC COM 037833100 4911706 23320 SH SOLE 23320 0 0 INVESCO EXCH TRADED FD TR II S&P500 LOW VOL 46138E354 3096426 47674 SH SOLE 47674 0 0 ISHARES GOLD TR ISHARES NEW 464285204 2561427 58307 SH SOLE 58307 0 0 ISHARES TR MSCI EAFE ETF 464287465 3090667 39457 SH SOLE 39457 0 0 ISHARES TR U.S. TECH ETF 464287721 8725539 57977 SH SOLE 57977 0 0 ISHARES TR MSCI USA QLT FCT 46432F339 3390440 19855 SH SOLE 19855 0 0 META PLATFORMS INC CL A 30303M102 369174 732 SH SOLE 732 0 0 MICROSOFT CORP COM 594918104 1031623 2308 SH SOLE 2308 0 0 NVIDIA CORPORATION COM 67066G104 2954545 23916 SH SOLE 23916 0 0 SPDR S&P 500 ETF TR TR UNIT 78462F103 5333900 9801 SH SOLE 9801 0 0 SPDR SER TR BLOOMBERG SHT TE 78468R408 461371 18477 SH SOLE 18477 0 0 TCW ETF TRUST TRANSFORM SYSTEM 29287L205 5301554 77724 SH SOLE 77724 0 0 TESLA INC COM 88160R101 3099790 15665 SH SOLE 15665 0 0 TRIMTABS ETF TR FCF US QLTY ETF 89628W302 3221216 53100 SH SOLE 53100 0 0 TRIMTABS ETF TR FCF INTL QLTY ET 89628W401 3095890 104896 SH SOLE 104896 0 0 VANGUARD BD INDEX FDS TOTAL BND MRKT 921937835 250374 3475 SH SOLE 3475 0 0 VANGUARD BD INDEX FDS SHORT TRM BOND 921937827 390940 5097 SH SOLE 5097 0 0 VANGUARD BD INDEX FDS INTERMED TERM 921937819 425899 5687 SH SOLE 5687 0 0 VANGUARD INDEX FDS SMALL CP ETF 922908751 236573 1085 SH SOLE 1085 0 0 VANGUARD INDEX FDS TOTAL STK MKT 922908769 1320964 4938 SH SOLE 4938 0 0 VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 922042858 207422 4740 SH SOLE 4740 0 0 VANGUARD SCOTTSDALE FDS SHORT TERM TREAS 92206C102 5839245 100694 SH SOLE 100694 0 0 VANGUARD TAX-MANAGED FDS VAN FTSE DEV MKT 921943858 263656 5335 SH SOLE 5335 0 0